Morton Brown Family Wealth, LLC Schwab Strategic Tr Us Large C Transaction History

Morton Brown Family Wealth, LLC

  • $287 Million
  • Q4 2024

A detailed history of Morton Brown Family Wealth, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 354 shares of SCHV stock, worth $8,846. This represents 0.0% of its overall portfolio holdings.

Number of Shares
354
Previous 118 200.0%
Holding current value
$8,846
Previous $9,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 31, 2025
BUY
$25.79 - $80.4 $6,086 - $18,974
236 Added 200.0%
354 $9,000
Q2 2022

Jul 21, 2022
BUY
$60.93 - $72.3 $7,189 - $8,531
118 New
118 $7,000

Others Institutions Holding SCHV

# of Institutions
892
Shares Held
328M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHV Quotes by TradingView
  • Ticker SCHV
  • Sector ETFs
  • Industry ETFs
More about SCHV
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